New Fiduciary Client

Contact Information

Have you ever used any other names (e.g. your name is William but everyone calls you Bill)? If so, please indicate the other names:

Personal Information

Birth Information

Birth Date

DD

MM

YYYY

Birth Place

Gender

Male

Female

Employment Information

Are you retired?

Yes

No

Occupation (if not retired):

Citizenship / Residency

What is your citizenship?

Please list all your citizenships if more than one

Residency

In what state or province are you normally resident? (i.e. where do you live for the majority of the year)

Family Status

The area of family law is changing very rapidly. In order to advise you properly on your legal obligations to your partner or spouse, we need to ask you the questions in this section.

What is your Partner and Family Status?

The term “Partner” means someone that you live with in a marriage-like relationship. It includes members of the same sex.

If you have a current partner, are you legally married to that person?

Yes

No

Not applicable

Marriage Date

Marriage location

If you are married, where did you get married?

How long have you lived with that partner?

If you are not legally married but are living with a partner, how long have you lived with that partner?

Have you recently stopped living with someone?

Yes

No

Did you sign a marriage, pre-nuptial or cohabitation agreement with your partner(s)?

Yes

No

Not applicable

Former Spouses

How many former spouses (including common law spouses) have you had?

Former Spouse Status'

If you have former spouses, please briefly describe your legal status in relation to them including any requirement to pay support or maintenance.

Partner Name

Full Legal Name of Your Partner

Other Partner Names

Other Names your Partner is known by:

Partner Information

Birth Information

Partner Birth Date

Birth Date of your partner

MM

DD

YYYY

Birth Location

Place of Birth of your Partner:

Partner Gender

Male

Female

Partner Citizenship / Occupation

Partner Occupation

Please enter the occupation of your Partner:

Partner Citizenship

Please list all citizenships of your Partner

Number of Children

How many children do you have (natural or adopted)?

Children Names/Birthdates

Please type the names and birthdates for each of your children

Does your current partner have any children which are not your children?

Yes

No

Children disabilitiy(s)

Does any of your children or your partner’s children have any kind of disability?

Yes

No

Other Dependants

Is there anyone other than your children dependent upon you for financial support (e.g. elderly parent or disabled sibling)?

Yes

No

Are you now acting as the executor of the estate of someone who has died?

Yes

No

Have you been appointed as the executor of the estate of anyone who is still living?

Yes

No

Real Estate

Do you own any real estate?

Yes

No

Principal Residence

Do you own your principal residence?

Do you own your principal residence (i.e. the place that you live in)?

Yes

No

Do you know how it is owned?

Is there a mortgage on it?

Yes

No

Recreational Property

Do you own any recreational property?

Yes

No

Do you know how it is owned?

Is there a mortgage on it?

Yes

No

Investment/Other Real Estate

Do you own any other real estate?

Yes

No

Do you know how it is owned?

Is there a mortgage on it?

Yes

No

Additional Information

Have you granted an option to anyone to buy any of your real estate or do you have any options to buy any other real estate?

Yes

No

Do you have a life interest or long-term lease on any real estate?

Yes

No

Have you sold any property by way of an ongoing agreement for sale?

Yes

No

Do you own or have any interest in any type of business?

Yes

No

Types of Business Interests

Do you own a sole proprietorship?

Yes

No

Do you own any interest in a partnership?

Yes

No

Do you own any interest in a private company?

Yes

No

Additional Info

In respect of any of the above, are there any shareholders’ agreements or buy-sell agreements or any other restrictions on sale of your interest?

Yes

No

Is there life insurance in place to buy out any of your business ownership interests on your death?

Yes

No

Have you used your lifetime capital gains exemption?

Yes

No

Bank Accounts

Do you have any bank accounts or term deposits?

Yes

No

Do you know how these accounts are owned?

Assets

Securities/Bonds/Shares/Mutual Funds (Not Including RRSPs)

Do you own any securities/bonds/shares/mutual funds (not incl. RRSPs)?

Yes

No

Do you know how these securities are owned?

Life Insurance

Do you have any life insurance?

Yes

No

Who is covered by this life insurance?

Do you currently have a beneficiary designated for your life insurance?

Yes

No

I don't know

Who is the designated beneficiary?

Pension Plans

Do you have a pension plan(s) (do not incl. RRSPs)?

Yes

No

Do you currently have a beneficiary designated for your pension plan death benefits?

Yes

No

I don't know

Who is the designated beneficiary?

RRSPs & RRIFs

Do you have an RRSP or RRIF?

Yes

No

Do you currently have a beneficiary designated for your RRSP/RRIF?

Yes

No

I don't know

Who is the designated beneficiary?

Collectibles & Valuables

Do you own any valuable personal property such as pieces of art, antiques or other collectible items?

Yes

No

Do you know how these valuables are owned?

Personal Effects

Do you know how your personal effects (e.g. car, boat, furniture) are owned?

Other Substantial Assets

Do you think that you have any other substantial assets (e.g. does anyone owe you money)?

Yes

No

Estate or Trust Interests

Are you the beneficiary of an existing estate or trust?

Yes

No

I don't know

Foreign Assets

Do you own any assets outside British Columbia?

Yes

No

Where are these assets?

Liabilities

Do you have any loans (other than mortgages already noted above)?

Yes

No

Have you guaranteed any loans or other debt?

Yes

No

Have you granted any indemnities to anyone?

Yes

No

Do you owe anyone else any money?

Yes

No

Environmental Issues

British Columbia’s environmental laws impose liability for environmental clean-up costs on any owner of land that is contaminated. An owner includes someone who is acting as an executor or trustee of an estate. As a result, we need to consider the environmental laws if these laws may apply to you. Please answer the following questions assuming that the activities referred to means chemical, construction, dry-cleaning, electrical, electronic, laboratory, machinery, metal fabrication, photo development, printing or publishing, service stations, textiles and wood preservation, vehicle maintenance or transportation or other similar activities.

Do you now or have you ever owned or operated a business that carried on one of the activities listed above?

Yes

No

Do you now or have you ever owned land on which one of the activities listed above was carried on?

Yes

No

Are you aware of any environmental contamination on land or buildings that you now own or that you owned in the past?

Yes

No

Value of Estate

Do you know what the approximate value of your estate is now?

Yes

No

If Yes, what do you think your total assets are?

If Yes, what do you think your total liabilities (debts) are?

Executor(s)

Choosing an executor for your will is very important. Your executor(s) will receive an executor’s fee from your estate (determined by the law) for their services unless you instruct us otherwise.

First Choice

Note: if you are leaving the bulk of your estate to your partner/spouse, you may wish to consider appointing her/him as your executor in order to simplify matters.

Type of executor

Please choose the type of executor that you want.

Please describe the executors that you are choosing

If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.

Second Choice

If your first choice for executor is not able to act for any reason (e.g. they do not survive you), you need to choose a second choice. Your second choice will not be appointed unless your first choice cannot act.

Type of executor

Please choose the type of executor that you want.

Please describe the executors that you are choosing

If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.

Third Choice

And just to be especially safe … If your second choice for executor is not able to act for any reason (e.g. they do not survive you), you can choose a third choice. Your third choice will not be appointed unless your second choice cannot act.

Type of executor

Please choose the type of executor that you want.

Please describe the executors that you are choosing

If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.

Are Any of Your Executors Professionals ?

If any of the executors that you have named are professionals who could provide services to your estate (e.g. lawyers, accountants, investment managers), do you want them to be able to charge your estate their normal professional fees for those services? (As noted above, an executor receives a fee from your estate, set by law, for their services but you must decide whether they should also receive any other professional fees):

Yes

No

Goods & Gifts

Personal Goods

Do you want to make gifts of your personal goods to specific individuals other than your partner?

Yes

No

Please enter the information here.

For each gift of personal goods, please describe the item that you want to give, indicate the full name of the recipient, their address, and their relationship to you.

Cash Gifts

Do you want to make gifts of cash to specific individuals other than your partner?

Yes

No

Please enter the information here.

For each gift of cash, please indicate the amount that you want to give, indicate the full name of the recipient, their address, and their relationship to you.

Specific Gifts of Real Estate or Other Property

Do you want to make gifts of particular property such as real estate, shares of a family business, or a club membership to a specific person other than your partner?

Yes

No

Please enter the information here.

For each of these gifts, please describe the property that you want to give, indicate the full name of the recipient, their address, and their relationship to you.

If the gift is of real estate, is there a mortgage on the property?

Yes

No

If Yes, do you want the beneficiary to:

Be required to pay back the balance of the mortgage or not receive the property, or

Have your estate pay off the mortgage before giving the property to the beneficiary.

Who should pay any Property Transfer Tax on gifts of real estate ?

The beneficiary should pay it.

My Estate should pay it.

Charitable Gifts

Do you want to make gifts of cash or specific personal items to any registered charities?

Yes

No

Please enter the information here.

For each charitable gift, please describe the item that you want to give or indicate the amount of cash to give and indicate the full name of the charity and their address if you have it. You should check with the charity to make sure that you have the correct legal name for the charity and that the charity is registered with Revenue Canada. If you give the wrong name for the charity, the gift may not be effective or may go to a different charity.

Pets

Do you have any pets that you would like to take care of in your will?

Yes

No

What is the name of your pet?

What kind of pet is he or she?

Who do you want to look after your pet if your partner is not able to for some reason?

Please give name, address and relationship to you.

Do you want to give this person some money to help look after your pet?

Yes

No

The Rest of Your Estate

The remainder of your estate will consist of everything that is left after payment of all your debts, liabilities and taxes as well as the payment of specific gifts that you have indicated above. In this section, you tell us what you want to do with the rest of your estate.

Provisions for Your Partner

If you have a partner and he/she survives you for 30 days, how much of the rest of your estate do you want to give to your partner?

Everything to my partner.

I want to make some other provision for my partner (describe in detail below).

I do not have a partner.

If you want to make a different provision for your partner, describe it here

Provisions for your Children

If you have minor children (or a mixture of minor and adult children), it is a good idea to set up a trust for them until they reach an age of your choice. Prior to this age, your trustee will be given the power to pay out funds for the children’s benefit (such as for education, health and other living expenses). Once they reach this age (or if they are already this age when you die), they will receive their portion of the trust funds absolutely. If you have only adult children, you can describe how you wish to provide for them at the end of this section.

Do you wish to set up a trust for your children until they reach an age of your choice?

Yes

No

Not Applicable

If Yes, at what age would you want your children to receive their share of the trust free of restrictions?

Please enter a value between 1 and 99.

How do you want us to set up the trust?

Use your standard trust terms

I have particular requirements about how the trust should be set up (lawyer will contact you to discuss).

Not applicable

Do you wish to disinherit any of your children?

Yes

No

Do you wish to divide your estate between your children in an unequal manner?

Yes

No

If Yes, please describe any other provisions for your children here:

Guardians for Minor Children

If you have any children who are under the age of majority (19 in British Columbia), it is important that you name a guardian for them who will be legally responsible for their care. If you do not name a guardian, a court application would have to be made in order to select a guardian.

First Choice

Note: if you are leaving the bulk of your estate to your partner/spouse, you may wish to consider appointing her/him as your executor in order to simplify matters.

For your first choice for guardian, please choose the type of guardian that you want:

Please describe the guardian(s) that you are choosing. Please provide their full name(s), address(es), and relationship(s) to you.

Second Choice

If your first choice for guardian is not able to act for any reason (e.g. they do not survive you), you need to choose a second choice. Your second choice will not be appointed unless your first choice cannot act.

For your second choice for guardian, please choose the type of guardian that you want:

Please describe the guardian(s) that you are choosing. Please provide their full name(s), address(es), and relationship(s) to you.

Other Beneficiaries … Everyone should complete this part.

If the above provisions fail for some catastrophic reason, how do you want the rest of your estate to be distributed? In other words, who would be the alternative beneficiaries? For individuals, please indicate their full name, address, occupation and relationship to you. For charities, please indicate the name of the charity after reading the note below (e.g. 50% to my friend, John Alexander Doe, of 123 Main St., Vancouver, BC and 50% to University of British Columbia).

Please describe:

Note on Charities: Please indicate the full name of the charity and their address if you have it. You should check with the charity to make sure that you have the correct legal name for the charity and that the charity is registered with Revenue Canada. If you give the wrong name for the charity, the gift may not be effective or may go to a different charity.Your will should grant certain powers to your executor in order that she or he can administer your estate efficiently. We generally include a fairly extensive set of powers that gives the executor a great deal of flexibility in administering and investing your estate. You can either direct us to include our “standard” set of powers or you can give us specific instructions on what types of powers you would like your executor to have.

Other Instructions

Would you like us to:

Use the standard set of executor and trustee powers, or

I would like to give you specific directions on my executor’s powers (you will be contacted for further instructions).

Do you wish to be buried or cremated?

Yes

No

I don't know

Do you have any specific wishes for your funeral or memorial service?

Yes

No

What are you specific wishes?

Are you registered as an organ donor?

Yes

No

Would you like to have an Enduring Power of Attorney giving someone authority to look after your financial affairs if you should become incapacitated?

Yes

No

Power of Attorney

First Power of Attorney

Please provide us with the following information about the person(s) you wish to act as your attorney(s):

Third Power of Attorney

Power of Attorney misc.

If you wish to have more than one attorney, please tell us whether the attorneys must act together or whether they may act separately:

Together

Separate

Do you have an existing Power of Attorney?

Yes

No

If yes, do you wish to revoke it?

Yes

No

Have you signed a Nomination of Committee in which you name the person or corporate trustee who would like the Court to appoint as your legal guardian if you should become incapable of managing your financial affairs or your person?

Yes

No

Would you like to sign a Nomination of Committee?

Yes

No

Financial Committee Members

First Financial Committee Member

If you would like to sign a Nomination of Committee, please provide the following information for the person(s) that you wish to act as Committee(s) of your financial affairs.

*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).

Have you signed a Representation Agreement in which you name someone as your legal Representatives(s) for health care matters or financial matters or both?

Yes

No

Would you like to sign a Representation Agreement?

Yes

No

First Representative

If you would like to sign a Representation Agreement please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:

*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.

Second Representative

Please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:

*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.

Third Representative

Please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:

*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.